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VNQVNQ
Showing 8 of 29 quarters

Position history for WAWealthspire Advisors, LLC's holdings in VANGUARD INDEX FDS

Yes. Wealthspire Advisors holds 224,731 shares of VNQ, worth $21.7M, as of its Q2 2026 13F filing. It reduced the position by 2,993 shares (-1.3%) from Q1 2026. Wealthspire Advisors has held VNQ since Q2 2019, across 29 quarterly 13F filings. VNQ is 0.1% of Wealthspire Advisors' reported 13F portfolio.

Current Value

$21.7M

Current Shares

224,731

Total Value Change

-$2.6M

Total Shares Change

-24,401

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
224,731
-1.3%
$21.7M0.1%$96.43
0
2026-Q1
Decreased
227,724
-4.5%
$20.2M0.2%$87.93
0
2025-Q4
Decreased
238,520
-50.1%
$21.1M0.2%$86.79
0
2025-Q3
Decreased
478,140
-3.4%
$43.7M0.2%$88.85
0
2025-Q2
Decreased
494,688
-4.5%
$44.1M0.2%$85.74
0
2025-Q1
Increased
518,162
+92.6%
$46.9M0.3%$86.32
55
2024-Q4
Increased
269,037
+8.0%
$24M0.2%$84.06
37
2024-Q3
Increased
249,132
+37.0%
$24.3M0.2%$91.05
45

Other major holders of VNQ: Creative Planning, WELLS FARGO & COMPANY/MN

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